All Accounts, One View
The new Alphanso Accounts tab lets you link investments, banks, credit, and loans in one secure view, with real-time balances, spending breakdowns, and 11,000+ supported institutions.
[Released on July 4th 2025]
The new Alphanso Accounts tab lets you link every corner of your financial life, so you can see your whole picture at a glance.
What’s new in Accounts?
- Investments, upgraded - Track allocation (stocks vs bonds vs cash), performance, and changes over time, just like before, but now side-by-side with the rest of your money.
- Cash & spending - Connect bank and credit-card accounts to view current balances, real-time transactions, and an auto-generated expense breakdown by category.
- Liabilities in focus - Add mortgages, student loans, credit lines, or HELOCs to monitor outstanding principal, next payment due, APR, and interest type - no more digging through statements.
- Unlimited connections - Link as many accounts as you’d like and remove them anytime. The platform now seamlessly supports 11,000+ brokerage, bank, credit, crypto and liability accounts via Plaid & SnapTrade.
- Security first - All connections run through OAuth 2.0 flows - meaning you sign in directly with your bank and may periodically be asked for re-authentication for extra safety. Everything remains read-only by default, and is encrypted in transit (TLS 1.2+) and at rest (AES-256).
Why it matters
One login, one dashboard, zero blind spots. Whether you’re rebalancing investments or planning a big purchase, every decision now starts from the full picture - no spreadsheets required.
Category
Planning Foresight
Tax Tactics
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